Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.55K- 2.13% |
$107K - $118K
|
163K
$5.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.86% |
$112K - $124K
|
196K
$6.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.77K- 4.58% |
$114K - $126K
|
78.6K
$2.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.51% |
$114K - $127K
|
147K
$4.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 3.49% |
$115K - $127K
|
105K
$3.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.84K- 1.91% |
$116K - $128K
|
197K
$6.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-3.88K- 2.33% |
$117K - $130K
|
163K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.92K- 1.44% |
$118K - $131K
|
268K
$9.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4K- 9.71% |
$120K - $133K
|
37.2K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.04K- 12.86% |
$122K - $135K
|
27.4K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.27% |
$130K - $144K
|
336K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.46K- 2.5% |
$134K - $149K
|
174K
$5.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.52K- 3.95% |
$136K - $151K
|
110K
$3.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.69K- 4.93% |
$141K - $157K
|
90.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.87K- 8.84% |
$147K - $163K
|
50.3K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.59K- 11.3% |
$168K - $186K
|
43.8K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 1.61% |
$169K - $187K
|
343K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.62K- 11.41% |
$169K - $187K
|
43.6K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.63K- 3.13% |
$170K - $188K
|
174K
$5.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.78K- 5.1% |
$174K - $193K
|
108K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.8K- 5.91% |
$175K - $193K
|
92.3K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.85K- 2.14% |
$176K - $195K
|
267K
$9.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 36.41% |
$183K - $203K
|
10.6K
$359K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-6.9K- 2.05% |
$208K - $230K
|
330K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.09K- 9.15% |
$214K - $237K
|
70.4K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.93K- 5.07% |
$239K - $265K
|
149K
$5.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27KClosed |
$249K - $276K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8.67K- 30.74% |
$261K - $289K
|
19.5K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.27K- 20.94% |
$279K - $309K
|
35K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.69K- 7.3% |
$292K - $323K
|
123K
$4.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-9.71K- 3.45% |
$293K - $324K
|
272K
$9.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-9.82K- 14.14% |
$296K - $328K
|
59.6K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.1K- 4.43% |
$303K - $336K
|
217K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 0.49% |
$314K - $348K
|
2.12M
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 2.83% |
$317K - $351K
|
362K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.9K- 6.05% |
$328K - $363K
|
169K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.1K- 2.39% |
$335K - $371K
|
454K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12.8K- 36.47% |
$385K - $427K
|
22.3K
$753K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 1.09% |
$388K - $430K
|
1.16M
$39.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.3K- 38.84% |
$401K - $444K
|
21K
$709K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 0.7% |
$402K - $445K
|
1.9M
$64.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-14K- 69.57% |
$422K - $468K
|
6.13K
$207K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 5.49% |
$434K - $481K
|
248K
$8.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15.5K- 10.22% |
$466K - $516K
|
136K
$4.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.6K- 0.69% |
$469K - $520K
|
2.24M
$75.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.8K- 48.32% |
$477K - $528K
|
16.9K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-16K- 16.24% |
$482K - $534K
|
82.5K
$2.79M
|
|